Jay spends his career advising closely held and family businesses, as well as high net worth individuals, and coordinating the various taxes, accounting, growth and lack of liquidity aspects that such entities face.
Jay works with medical professionals, constructors, real estate, and family businesses. He has been instrumental in the successful purchase, sale and transition of more than 25 client businesses over the past 20 years. Jay also manages the financial planning for the firm’s clients.
Jay is a Certified Public Accountant, a Certified Financial Planner and a Certified Divorce Financial Analyst. He holds numerous NASD securities licenses including Series 7, 24, 27, 63 and 65 and is an Accredited Wealth management Advisor. He also holds his Life, Accident and Health license. Jay has served as a financial expert witness in several business and divorce litigation’s proceedings.
Jay has been quoted in numerous publications, including The CPA Journal, Private Wealth Magazine, The Washington Post, Journal of Accountancy and CFA Magazine. He was selected by Medical Economics magazine, in 2000 and 2002, as one of the best 150 financial advisors for medical professionals in the United States and was selected by Reuter’s as Top Financial Advisor.
Jay is a Partner at Janover LLC, a leading accounting and consulting firm with offices in New York City and Long Island. Previously, Jay was a financial consultant at Shearson Lehman and he began his career at Deloitte & Touche. Jay received his Masters in Finance from NYU and graduated from SUNY Albany.